Meet the Experts
We are 2 CAE’s on a mission to solve your Retirement Plan concerns, and we are here to help you succeed!
When a financial industry veteran, who is both an ASAE Fellow and a CAE, gets together with a tech-savvy and somewhat edgy financial professional who is also a CAE, good things happen! Never hurts that those two also happen to be father and son.
Allen Haney was one of the first consultants to be invited to become a Fellow of ASAE. He was also the first broker to receive the ASAE All Star Award in Insurance and Financial Services. Highly respected in the non-profit community for his ability to solve problems by developing unique solutions that make a huge impact, he has served the Association community for over 40 years. Having built one of the earliest Association Multiple Employer Trust (MET) models back in 1993, Allen remains a trusted Retirement Plan expert.
Brian Haney is a 16-year financial professional experienced in banking, employee benefits, investments, Retirement plans, and Insurance. As a specialist in working with privately-owned business, his expertise and keen insights provide businesses, organizations, and affluent families with innovate strategies to meet their insurance and financial goals. A self-avowed tech junky, he runs the “That’s My Financial Guy” podcast and has been awarded as one of NAIFA’s 4 UNDER 40, The Washington Business Journal’s 40 UNDER 40, and NAIFA’s 2018 Diversity Champion. The marriage between his private business expertise to his father’s association experience gives their firm a substantial edge in the marketplace. Brian has spent the last 10 years leading the firms Retirement Plan consulting practice.